Mission Statement: YOUR MONEY. YOUR WAY.
“To serve and help my clients achieve or exceed their unique financial goals and dreams using a complete spectrum of investment management products, services, and strategies available.”
Service Philosophy: CLIENTS FIRST.
“I put the client’s interests ahead of my own, and I will not exploit a client for personal advantage. I treat each client with respect, maintain confidentiality, and make independent, unbiased, objective recommendations. Every client can expect me to be diligent, thorough and accurate.”
Investment Philosophy: BETTER. SIMPLER. SAFER.
“Whether your investment objectives are conservative, growth, income, or more speculative, I will always recommend that my clients have a strategy to protect their principal. It is better to be approximately right than precisely wrong.”
My Clients are:
Investors: Private, Institutional, Non-Profit Organizations
- Investment and retirement planning.
- Fixed income portfolios.
- Private placements for accredited investors.
Public Companies: CEO’s / Presidents / Directors
- Exercising of company stock options.
- Concentrated stock position solutions such as equity collars.
Private Companies: Family or private business owners
- Sell your business and invest to retire.
- We can raise money for your business to expand by going public.
Traders/ Speculators:
- Stocks, exchange traded funds, and options.
- Fast trade execution.
- Trading using fundamental, news driven, and technical indicators for entry and exit points.
Shareholders, Employees:
- Are you in need to sell or deposit your shares? Please bring your certificates to us.
EDUCATION. EXPERIENCE. ETHICS.
Education:
University of Economics, (MBA), Czechoslovakia
Canadian Investment Manager, (CIM), Canadian Securities Institute (CSI)
Fellow of the Canadian Securities Institute, (FCSI), CSI
Professional Financial Planning Course, CSI
Portfolio Management Course, CSI
Canadian Options Course, CSI
Background:
30 years of business experiences globally in different industries and cultures
Last 12 years working as an Investment Advisor at Global Securities
Registered as Investment Advisor in British Columbia, Ontario and Quebec
Languages Spoken:
English, Slovak, Czech
German, Italian, Spanish – passive
Personal:
Married with Gabriela for almost 30 years, 2 sons.
Richmond resident for 20 years.
Enjoys skiing, windsurfing, playing tennis and travel.
My Assistant:
Michal Hollosy
- Michal is a fully licensed Investment Advisor. He works together with Pavol by servicing and expanding his client base. He is also options licensed.
Please do not hesitate to contact us anytime 24/7/365 with all your financial needs or to book an appointment at your convenience.
Phone: (604) 443-5493
1100 – 595 Burrard Street
Vancouver, BC
V7X 1C4
phollosy@Globalsec.com
Toll Free: 1-800-455-5778
Skype: palohollosy
